
Steven Dorval Cfa
Successful, growth-oriented leader and innovative thinker with proven experience building high-performing teams to deliver mission critical business results.... | Greater Boston, Greater Boston, United States
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Steven Dorval Cfa’s Emails sd****@wo****.edu
Steven Dorval Cfa’s Phone Numbers No phone number available.
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Steven Dorval Cfa’s Location Greater Boston, Greater Boston, United States
Steven Dorval Cfa’s Expertise Successful, growth-oriented leader and innovative thinker with proven experience building high-performing teams to deliver mission critical business results. Proven ability to conceive and articulate a compelling vision of new businesses and products to employees, investors, and senior executives. Passionate about leveraging cutting edge technology and changing consumer preferences to radically improve access to the financial services industry and to revolutionize existing customer experiences to deliver better outcomes. ❒ Dynamic Leader – Builder of organizations that become employers of choice for external and internal talent. Proven ability building diverse and inclusive cultures that enable speed of execution and delivery of results. Adept at communicating actionable next steps, even under periods of ambiguity that derive from new ventures. ❒ Builder of Businesses – Conceived and led teams in building two standalone financial technology consumer advice startups and two robo-advice products to fulfill John Hancock digital advice/direct to consumer strategy. Led Signator Investors, an independent broker dealer to profitability. Conceived and launched NewCo strategy for New York Life Retirement business to reinvent the business model. Launched and grew New York Life stable value businesses, raising over 15 billion in AUM and generating more than 50 million in profits. Conceived and launched an institutional pension consulting business for middle market defined benefit plans. ❒ Strategic Business Partner – Trusted advisor to all levels of an organization, clients, and boards. Couples financial services expertise with innovative insights into new business models, distributions strategies, and consumer preferences to hypothesize about areas of disruption. A strategic executive who considers data and solid reasoning while making hard decisions, such as divesting the Signator Investors business. Quick learner with a proven ability to step into unfamiliar businesses and industries and build credibility. ❒ Skilled Communicator – Skilled at communicating a clear and compelling message to drive business value and inspire action. Regularly called upon to support media strategy through public speaking, print media, panels, and original content by-lines. Served as a key participant in government relations matters, representing John Hancock’s perspective in innovation in the industry concerning fiduciary advice delivery, blockchain, and innovation within financial services and financial technology in general.
Steven Dorval Cfa’s Current Industry Masschallenge
Steven
Dorval Cfa’s Prior Industry
Us Department Of Labor
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State Street Bank
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Dewey Square Investors
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New York Life Investments
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John Hancock Financial Services
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Worcester State University
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Aviv Growth Partners
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Powerlytics
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Tbd Angels
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Dorval Advisory
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Masschallenge
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Work Experience

Masschallenge
Sr. Executive in Residence
Thu Feb 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Dorval Advisory
Founder & President
Wed Mar 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Powerlytics
Head of Wealth Management and Insurance
Fri Apr 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Tbd Angels
Member
Mon Mar 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Powerlytics
Head of Wealth and Asset Management
Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Aviv Growth Partners
Executive In Residence
Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Worcester State University
Entrepreneur In Residence
Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
John Hancock Financial Services
Head of Advice and Innovation, CEO of Twine
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
New York Life Investments
Managing Director, Co-Head of Individual/Participant Experience
Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
New York Life Investments
Managing Director, Head of Retirement and Investment Strategy
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
New York Life Investments
Managing Director, Head of DC Investments
Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
New York Life Investments
Managing Director, Head of Marketing, New Business Consulting & Investments
Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
New York Life Investments
Managing Director, Head of Investment, Trust and Rollover Services
Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
New York Life Investments
Director and Managing Director, Investment Services
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
New York Life Investments
Senior Investment Consultant
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time)
New York Life Investments
Senior Investment Analyst
Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)
Dewey Square Investors
Quantitative/Operations Analyst
Wed Jan 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)
State Street Bank
Portfolio Accountant
Mon Jan 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time)
Us Department Of Labor
Compliance Officer
Sun Jan 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time)